Are We Near a Bottom?

Category: Research Insights

43 posts categorized as "Research Insights"

Are We Near a Bottom?

The oldest and most sophisticated investors feel the current bear market most resembles the 1973-1974 Bear Market. What are the implications?

Asset Allocation in Practice

We further illustrate our process in using knowledge and experience to manage portfolios for our clients. The points are an addendum to the views we explained more fully in the Yale Endowment White Paper (July 2007).

The Yale Endowment Approach – Can It Work For Individual Investors?

The Yale Endowment is arguably the most successful investment institution with a 17.2% annualized return from 1986 – 2006. Should wealthy taxable investors replicate their endowment investment approach?